Retirement plan

KARL F. WEHRLE, D.D.S, INC. 401(K) PROFIT SHARING PLAN

Name: KARL F. WEHRLE, D.D.S, INC. - KARL F. WEHRLE, D.D.S, INC. 401(K) PROFIT SHARING PLAN (2018) Form 5500
Creator: KARL F. WEHRLE, D.D.S, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KARL F. WEHRLE, D.D.S, INC. 401(K) PROFIT SHARING PLAN, KARL F. WEHRLE, D.D.S, INC.

KARL F. WEHRLE, D.D.S, INC.EIN 95-3579324Plan #001PY 2018

6060 LA JOLLA MESA DRIVE - LA JOLLA, CA 92037619-464-3631LinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.6M

+2.2% from 2017

Total participants

0.0% from 2017

Average account balance

$538,747

+2.2% from 2017

Annual return

0.70%

-0.60 pp from 2017

Benchmarks

See 105,557 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort105,557 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$263K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$41K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.58%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$9515

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$538,747

$180,459+198.5%

$154,108+249.6%

$135,380+298.0%

Participation rate

100.0%

87.4%+12.6pp

83.0%+17.0pp

82.6%+17.4pp

Annual return

0.70%

888.21%-887.5pp

735.21%-734.5pp

519.81%-519.1pp

Employer contribution / active EE

$2,731

$6,035-54.8%

$5,298-48.5%

$4,779-42.9%

Participant deferral / active EE

$9,000

$5,806+55.0%

$5,081+77.1%

$5,609+60.5%

Admin fee / account holder

$16,145-100.0%

$13,411-100.0%

$10,828-100.0%

KARL F. WEHRLE, D.D.S, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KARL F. WEHRLE, D.D.S, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion